![]() Worldwide Functionality: Delivers both U.S. even for people with no experience in computer software. CSV files from your bank, credit card, or brokerage firm to.Top Software Keywords Show more Show less Instant, One-Step Conversions: Runs conversions with the single click of a button. Straightforward Interface: Employs a user-friendly platform that is simple to use, even for people with no experience in computer software. and European date formats, multiple currencies.Ĭustomized Conversions: Flexible conversion of selected. Import transactions directly into your finance application.Įdit transactions with Microsoft Excel or another spreadsheet program, and then import selected transactions (up to several years of data, not just 90 days) into your finance application.ĬSV data with our intuitive Preview Mode.Īdvanced Security: Runs on your desktop without requiring uploading, downloading, login information, or direct access to your accounts.Ĭomprehensive: Process bank accounts, credit card accounts, and brokerage accounts.ĭownload transactions from banks, credit card companies, or brokerages that do not support. ![]() ![]() Run automatic conversions as part of a script.Import into Intuit QuickBooks 2020-2023 and Quickbooks Online through the QBO format or all QuickBooks Desktop versions through the IIF format. For general journal entries, convert to QBJ or IIF format (General Journal Entries mode).When your bank does not support (or no longer supports) Quickbooks, convert to QBO format and import as regular direct transaction download with Bank Feeds features, existing renaming rules and your existing bookkeeping workflow.When your Quickbooks version is discontinued, convert to IIF format and import directly into register using advanced renaming features right in the converter.Make incorrect transaction files from your bank importable into Quickbooks.įor QuickBooks desktop, convert to QBO (Bank Feeds or web connect) format or IIF format if you have Intuit QuickBooks 2020-2023.Įnter your Journal Entries quickly in Excel or export from the database handling your business, and convert to General Entry files (QBJ) and import into Quickbooks with full audit trial.QBO and IIF files are importable by QuickBooks Enterprise as well.įor older QuickBooks Desktop versions, convert to the IIF format. QBO (web connect) transaction files are imported the same way as transactions downloaded directly from your bank. After import, open imported statement under Bank Feeds, match vendor records and assign expense/income accounts and add transactions to the register. IIF transaction files are imported directly into the Quickbooks Desktop register and require exact vendor names and expense/income accounts. The Transactions app provides interface to map payee names to vendor names and assign categories (expense/income accounts) based on payee names or direct edit. Import Into QuickBooks Onlineįor QuickBooks Online, convert to QBO (web connect) format or QFX format or as CSV files (set target as "Quickbooks Online"). Quickbooks Online imports more transaction details through QBO and QFX files (date, amount, payee, memo, check) than CSV files (date, amount, description). Import into Quicken Quicken 2005-2023 for Windows as QIF format and Quicken 2020-2023 (Windows and macOS) as QFX (Web Connect). Keep using your Quicken version by converting to QIF format.Use the ProperConvert app for all required formats.Convert to a format your specific Quicken needs (for example, QIF to QFX for Quicken for Mac or QFX to QIF for Quicken for Windows.).Prepare checks to print in Excel and quickly convert and import into Quicken and print.
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